Q2 2024 13F Holders as of 6/30/2024
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Type / Class
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Equity / US CORE EQT MKT
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Number of holders
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378
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Total 13F shares, excl. options
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96.3M
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Shares change
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+4.46M
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Total reported value, excl. options
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$3.61B
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Value change
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+$170M
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Number of buys
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210
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Number of sells
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-121
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Price
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$37.49
Significant Holders of DIMENSIONAL ETF TRUST - US CORE EQT MKT (DFAU) as of Q2 2024
397 filings reported holding DFAU - DIMENSIONAL ETF TRUST - US CORE EQT MKT as of Q2 2024.
DIMENSIONAL ETF TRUST - US CORE EQT MKT (DFAU) has 378 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 96.3M shares
.
Largest 10 shareholders include Sequoia Financial Advisors, LLC (4.38M shares), Modera Wealth Management, LLC (4.01M shares), Aquire Wealth Advisors, LLC (3.37M shares), Blankinship & Foster, LLC (2.77M shares), Kooman & Associates (2.55M shares), Allworth Financial LP (2.38M shares), OneDigital Investment Advisors LLC (2.06M shares), Spinnaker Investment Group, LLC (1.92M shares), Meridian Wealth Partners, LLC (1.91M shares), and Arista Wealth Management, LLC (1.85M shares).
This table shows the top 378 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.